Our Insights

Curated news and insights covering emerging and developed markets directly from CEIC's analysts worldwide.  

Nowcasting exports in Japan; slowing, but still robust
Reports

Nowcasting exports in Japan; slowing, but still robust

The weak yen is sustaining a strong trade performance for Japan. The nation’s exports probably rose 10% year-on-year in June, our weekly nowcast shows.
Reduced fund flows hit Colombia’s peso again
Reports

Reduced fund flows hit Colombia’s peso again

Colombia’s peso is under pressure again. Like previous episodes of currency weakness, we can correlate this trend with outflows from local bond and equity funds.
Early market reaction to the UK and French elections
Reports

Early market reaction to the UK and French elections

The UK and France recently held surprisingly early elections. In both cases, voters returned a historic result. Tracking the FTSE 100 and CAC 40, we can see how equities reacted.
A survey of US money managers shows enthusiasm for equities remains
Reports

A survey of US money managers shows enthusiasm for equities remains

We've added a new survey of US investor sentiment to the CEIC platform. It's showing that even as the tech-driven bull run continues, risk managers continue to stay invested in stocks.
A higher tax take isn't keeping pace with Lula's spending in Brazil
Reports

A higher tax take isn't keeping pace with Lula's spending in Brazil

Brazil's economy is picking up and the government's tax take is rising. It still isn't enough to restrain the nation's growing debt load.
Tracking the impact of fund flows on Malaysia’s currency
Reports

Tracking the impact of fund flows on Malaysia’s currency

Malaysia's ringgit has historically been known as a commodity currency, linked to prices for palm oil and hydrocarbons.
Examining the Polish zloty’s strength using trade-weighted exchange rates
Reports

Examining the Polish zloty’s strength using trade-weighted exchange rates

Poland's central bank held rates steady again, continuing its reluctance to join the eurozone in loosening monetary policy.
Kuala Lumpur’s office rents stay flat as workers slowly resume commuting
Reports

Kuala Lumpur’s office rents stay flat as workers slowly resume commuting

Owners of office buildings around the world are grappling with implications of the post-pandemic era, when many workers would rather log in from home than face a daily commute.
Early trade data from Seoul strikes an optimistic note for Asia
Reports

Early trade data from Seoul strikes an optimistic note for Asia

To get an early sense of trade patterns in eastern Asia, we can consider figures from one of the region's major exporters.
Nowcasting inflation in Brazil: a welcome stabilization for consumer prices
Reports

Nowcasting inflation in Brazil: a welcome stabilization for consumer prices

Consumer price inflation in Brazil did not worsen this month, according to the most recent projection from CEIC’s proprietary nowcast.
Equity fund inflows resume in Asia’s biggest economy
Reports

Equity fund inflows resume in Asia’s biggest economy

Chinese equity funds are adding net new money again, as we can see from fund flows compiled by our partners at EPFR.
Our newest nowcast suggests US payroll growth is set to decelerate
Reports

Our newest nowcast suggests US payroll growth is set to decelerate

US non-farm payrolls, one of the most reliably market-moving economic indicators in the world. It’s calling for payrolls growth to decelerate in June, slipping to 231,360 from 272,000 in May.